AI Competitive Intelligence Search Agent | Automate Monitoring, Battlecards & RFP Alerts for Industrial Sales

How Cassidy automates using AI

Step 1: Define watchlists and routing rules

Configure your competitor set, tender portals, product taxonomies, and geographic scope. Set routing destinations—Slack channels, Teams, CRM accounts, or SharePoint—along with compliance guardrails for NDAs and export controls.

Step 2: Trigger on new signals

The Workflow activates when Cassidy detects a change: a competitor pricing update, new product datasheet, RFP notice, addendum, or field report submitted through Slack or Teams.

Step 3: Normalize and deduplicate

Cassidy extracts clean text from HTML, PDFs, and emails, resolves entities to canonical companies and products, and suppresses near-duplicate content to prevent alert fatigue.

Step 4: Enrich and classify with AI

The agent tags each signal with verticals (O&G, water, utilities), product categories (PLC, DCS, SCADA), certifications (UL, ATEX, SIL), and buying intent. Tender notices are scored for go/no-go fit based on scope, budget, timing, and compliance requirements.

Step 5: Update battlecards and deal briefs

Cassidy auto-updates the relevant battlecard with diffs, new landmines, and counter-messaging. For active pursuits, deal briefs are enriched with competitor prevalence, installed base hypotheses, and trap questions—then attached to CRM opportunities.

Step 6: Route alerts to the right teams

RFP/RFQ alerts with scope summaries, due dates, and compliance matrices route to RSMs and proposal managers via Slack or Teams with @mentions. Competitive updates push to territory-specific channels with links to updated battlecards.

Step 7: Capture field feedback and close the loop

FSEs and AEs submit win/loss notes, site visit observations, and commissioning feedback directly in Slack or Teams. Cassidy ingests this intel, updates battlecard objection handling, and refines scoring models for continuous improvement.